Mark T Haley bought $3,058 of USA
Senior Vice President at LIBERTY ALL STAR EQUITY FUND. 500 shares at an average of $6.12, traded Nov 3, 2023, filed Nov 6, 2023.
Score components
- +15RoleOfficer
- 0Trade size$3k at market
- -5Relative to holdingsUnder 1% of holdings (0.4%)
- 0Price contextNear the top of the 52-week range
- 0ClusterNo other insider buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- -5Track recordMedian 6-month excess return -10% over 6 past buys
What happened after comparable buys
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +3.0%, 3m +14.2%, 6m +21.3%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001212780-23-000005, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 3, 2023 | POpen-market purchase Shares of Beneficial Interest | +500 | $6.12 | $3,058 | 125,429 | Nov 6, 2023 |
Related signals
Other insiders at LIBERTY ALL STAR EQUITY FUND and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 15Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Mark T Haley President | $14k 2,356 shares | +1% | |
| 14Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Robert Milas other | $9,894 1,700 shares | +42% | |
| 30Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Erich Rettinger Treasurer | $2,104 350 shares | - | |
| 25Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Mark T Haley President | $10k 1,600 shares | +1% | |
| 23Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Sareena Khwaja-Dixon Assistant Secretary | $2,929 500 shares | - | |
| 20Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Mark T Haley President | $6,370 1,000 shares | +1% | |
| 15Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Mark T Haley President | $9,870 1,500 shares | +1% | |
| 18Weak | USAbuy LIBERTY ALL STAR EQUITY FUND | Robert Milas other | $9,990 1,500 shares | +69% | |
| 31Weak | LIBERTY ALL STAR EQUITY FUND | Edmund J Burke other | $28k 4,000 shares | +160% | |
| 26Weak | LIBERTY ALL STAR EQUITY FUND | Robert Milas other | $9,901 1,450 shares | +276% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.